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Customer Experience: Tools to Build Outstanding Experiences

Shivkumar M 20+ yrs shaping technology Product & GTM strategy. Fintech, healthcare & retail industry expertise. Leads product launches, adoption & GTM as Director, Product Marketing.
Customer Experience: Tools to Build Outstanding Experiences

We’ve been covering various aspects of the customer experience for a while now on this blog. Check out previous posts on using psychology to build an optimal experience, why customer lifecycle marketing needs to shift to experiences, and the process and techniques for continuous app improvement.
Experiences are an important aspect in building your app precisely because your brand rises and falls on the quality of the experiences you provide users. How they perceive your app and your services matters. And if you don’t provide an experience that puts their needs up front, you risk losing the very people who can bring you success.
But what tools will make your customer experience management efforts more effective?

What is Customer Experience?

If we are to improve customer experience we need to define it.
A customer experience is, initially, a user’s interaction with your brand. Everything from downloading and onboarding to making a purchase or contacting support. But it’s also the resulting perception of your brand based on those interactions.
An experience can therefore be positive if users are delighted by your app, your marketing, and any customer service experience they have with your team. But they can be negative if you are sending push notifications too frequently, or if they encounter support personnel who are not helpful.
A customer experience strategy then is your plan for improving all aspects of the user experience using the tools that can best improve these interactions.

What Tools Do You Need for Experience Optimization?

If you intend to optimize experiences, then you will need a combination of tools that allow for real-time analytics, segmentation by customer lifecycle stages, and user engagement on multiple channels.
Here’s what your tech stack needs to look like:
Customer Experience Tools

Customer Data Platform

To improve customer experience, you have to know who your users are in order to serve them what they want.
A prime example is messaging. If you’re still sending one-size-fits-all messaging and hoping for conversions, give up. Those emails are going to the Spam folder and those push notifications are being swiped away as quickly as they’re received.
This is where a customer data platform (CDP) can help you by compiling rich profiles on every user and their activity in your app.
Our CDP brings in data from all the various – and often unconnected– data sources that your organization uses, both offline and online. It utilizes native Big Data and AI/ML technologies to run machine learning models such as clustering and lookalikes on millions of user profiles in real time.
End result: you can store and query millions of profiles in real time to proactively send a deal to the user looking for it and not waste your marketing budget on a user who is not interested.

Automated Segmentation

Customer experience management is as much about continuous improvement of the product as it is about serving up the right content to the right users at the right time. It’s the reason we turn to user segments as stand-ins for when we’re dealing with large numbers of users.
So imagine if you have to manually create segments for a database of 10 million users. You’ll probably quit before completing the task. Automation to the rescue!
Our automated segmentation tool can uncover common behaviors from billions of data points to identify your most valuable customer segments.
Machine learning can then connect the dots between users’ purchase history, app activity, and browsing behavior to tell you which segments need more persuading, and which are probably going to buy anyway. Less marketing resources wasted.
This is done based on your users’ health scores. The AI groups users based on their RFM scores – i.e., how recently they last used the app, how frequently they typically launch your app, and the monetary value of their typical transaction with you. This results in immediately actionable segments, for example:

  • See your loyalists and reward them (or ask them to refer friends)
  • See your hibernating or at-risk users and initiate win-back campaigns for them
  • See those most likely to convert and keep them out of your campaigns since they’ll likely buy anyway

Meanwhile our behavioral segmentation tool can track user interactions in real-time and build user profiles dynamically (with nearly 250 profile attributes). This means you have actionable insight on your users – information that provides context for your marketing messaging and omnichannel campaigns.

Omnichannel Campaign Orchestration

The third thing you will need to pull off your customer experience strategy is a way to effectively manage campaigns that are going out to all those segments on all your channels.
Most traditional marketing automation tools are simply scheduled campaigns or else triggered or recurring actions – sequences that have no insight into the user’s lifecycle stage or cannot execute omnichannel campaigns on all the channels you use.
Our platform helps you avoid this simplistic understanding of automation and instead gives your users individualized experiences over all your digital touchpoints. These experiences draw information from the historical behavior and profile data of each user, are fed into a recommendation engine that sends out messaging and offers that match user preferences and intents. Users get the royal treatment from your app, and you increase retention and revenue for your brand.

Measurement & Tracking

Finally, in order to continually improve on experiences, you will need a way to collect, analyze, process, and act on the customer insights from your campaigns.
The idea here is to:

  1. Collect and analyze the data from your Customer Data Platform to look for opportunities
  2. Build out omnichannel campaigns across messaging channels
  3. Track the results of your campaigns
  4. Optimize campaigns based on the results

With all these tools in place, it becomes easier to build engagement strategies that drive conversions and increase CLTV.

Experience Optimization Use Cases

How can you use our platform to better market to your users? Below we’ve put together a graphic outlining some of the more common lifecycle stages that users go through, and how you can engage them more effectively using our technology.

Customer Experience Tools for optimization

Customer Experience: Final Thoughts

We empower brands to optimize the customer experience by leveraging their user data alongside our marketing automation, AI/ML, and personalized engagement tools. The result is effective engagement across the entire customer lifecycle.
For a deeper dive into the ins and outs of user experience and the psychology behind experience optimization, read more:
User Experience Design

Psychology Behind the Customer Experience

Mastering Mobile App Engagement & Retention

Mastering Mobile App Engagement & Retention

Explore the various lifecycle stages of a mobile app user and learn engagement (and re-engagement) strategies via push notifications, deep linking, in-app messaging, and more.

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Last updated on March 26, 2024